Services for Buyers
Our extensive network of intermediaries and industry relationships enables us to identify off-market transactions and proprietary deal flow, particularly opportunities where target companies may be undervalued or require sophisticated transaction structuring beyond the capabilities of traditional brokers.
This positions our clients to capitalize on attractive opportunities that might otherwise be overlooked.
Buy-side Advisory Services:
Deal Sourcing and Evaluation
- Off-market opportunity identification
- Business valuation
- Financial and operational synergy analysis
Transaction Management
- Buy-side due diligence support (including QoE and taxation)
- Process management
- Negotiations
- Transaction structuring
Financial Advisory
- Financial modeling and projections
- Capital structure optimization
Specialized Support
- Tax advisory and consulting services
- Purchase agreement review and closing support
- Other consulting services
Extended Capabilities Through Affiliate Relationships:
Our affiliate relationships allow us to provide a team of more than 400 accountants and private wealth advisors to deliver additional key services:
Financial Accounting
- Accounting systems analysis
- Financial statements, budgets and forecasting
- GAAP conversion from cash
- Preparation and assessment of historical records
Private Wealth Financial Advisory
- Estate planning and succession strategies
- Family office services and governance
- Liquidity planning for business owners
- Philanthropic planning and charitable giving strategies
- Post-transaction wealth management and planning
- Risk management and insurance planning
- Tax-efficient investment structuring
Tax Accounting
- Audit defense and representation
- Corporate tax compliance and preparation
- Entity structure optimization for tax efficiency
- International tax reporting and compliance
- Multi-state and local tax filings
- Payroll tax processing and compliance
- Sales and use tax management
- Tax credits and incentives identification
- Tax planning and strategy optimization
- Tax provision calculations and quarterly estimates
- Transfer pricing documentation and compliance
Legal
- Contracts for key customers and vendors
- Employee benefit plans
- Material relationships
- Review and analysis of contracts and agreements
Operational
- Business metrics and KPI reporting
- Key operating teams
- Customer concentration and retention analysis